William Yousey

Current Employers

Employment History

• 04/2015 → 09/2016
  Vikasa Management Llc
  Oklahoma City, OK
• 04/2015 → 09/2016
  Vikasa Capital Llc
  Oklahoma City, OK
• 09/2016 → 05/2022
  Bok Financial Securities, Inc.
  Tulsa, OK
• 09/2016 → 05/2022
  Bokf, Na
  Tulsa, OK
• 05/2022 → 09/2025
  Avantax Investment Services, Inc.
  Tulsa, OK
• 05/2022 → 09/2025
  Avantax Advisory Services
  Tulsa, OK
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-06-21 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Cookson, OK
• 2016-09-26 → 2022-06-03
  Bok Financial Securities, Inc.
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
  Oklahoma City, OK
• 2016-05-17 → 2016-12-31
  Vikasa Capital Advisors, Llc
  Oklahoma City, OK
• 2013-08-01 → 2015-04-02
  Oneamerica Securities, Inc.
  Edmond, OK
• 2011-02-25 → 2013-05-29
  Pruco Securities, Llc.
  Oklahoma City, OK
• 2008-03-26 → 2011-02-14
  Msi Financial Services, Inc.
  Oklahoma City, OK
• 2005-05-04 → 2008-02-15
  Mml Investors Services, Llc
  Oklahoma City, OK
  Tulsa, OK
  Oklahoma City, OK
  Oklahoma City, OK
• 2004-04-19 → 2004-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 2003-03-05 → 2003-12-31
  Waddell & Reed
  Edmond, OK

Exams

• S66 Uniform Combined State Law Examination
  2003-03-04
• S63 Uniform Securities Agent State Law Examination
  2001-02-16

Other Names

• William Joe Yousey